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Disclosery

LWM Advisory Services, LLC: USFR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LWM Advisory Services, LLC on USFR, newest first. How the timeline and the estimate are built.

LWM Advisory Services, LLC held 24,153 USFR shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,153 shares
    Change vs previous 13F -83,316 shares

    2.17% of the 13F portfolio, value $1,216,103.

    13F-HR 0001420506-26-001367 filed by LWM Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 107,469 shares
    Change vs previous 13F +15,000 shares

    5.78% of the 13F portfolio, value $5,410,019.

    13F-HR 0001420506-26-000765 filed by LWM Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 92,469 shares
    Change vs previous 13F -9,584 shares

    2.73% of the 13F portfolio, value $4,653,084.

    13F-HR 0001420506-26-000307 filed by LWM Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 102,053 shares
    Change vs previous 13F +18,093 shares

    2.99% of the 13F portfolio, value $5,130,253.

    13F-HR 0001420506-25-003490 filed by LWM Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 83,960 shares
    Change vs previous 13F +1,668 shares

    2.91% of the 13F portfolio, value $4,224,045.

    13F-HR 0001420506-25-002140 filed by LWM Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 82,292 shares
    Change vs previous 13F +50,410 shares

    2.88% of the 13F portfolio, value $4,141,745.

    13F-HR 0001420506-25-001019 filed by LWM Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 31,882 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $1,604,280.

    13F-HR 0001420506-25-000111 filed by LWM Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).